Ulland Investment Advisors’s PepsiCo PEP Stock Holding History

Ulland Investment Advisors’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$58K	Hold	428	–	–	0.04%	116
2026 Q1	$66K	Hold	428	–	–	0.06%	108
2025 Q4	$61K	Hold	428	–	–	0.05%	109
2025 Q3	$60K	Hold	428	–	–	0.05%	111
2025 Q2	$57K	Hold	428	–	–	0.04%	104
2025 Q1	$64K	Hold	428	–	–	0.05%	100
2024 Q4	$65K	Hold	428	–	–	0.04%	102
2024 Q3	$73K	Hold	428	–	–	0.05%	100
2024 Q2	$71K	Hold	428	–	–	0.05%	99
2024 Q1	$75K	Hold	428	–	–	0.06%	100
2023 Q4	$73K	Hold	428	–	–	0.07%	89
2023 Q3	$73K	Hold	428	–	–	0.08%	86
2023 Q2	$79K	Hold	428	–	–	0.08%	86
2023 Q1	$78K	Hold	428	–	–	0.09%	77
2022 Q4	$77K	Hold	428	–	–	0.09%	76
2022 Q3	$70K	Sell	428 -100	-19%	-$17.2K	0.08%	77
2022 Q2	$88K	Hold	528	–	–	0.09%	71
2022 Q1	$88K	Buy	528 +100	+23%	+$16.8K	0.07%	82
2021 Q4	$74K	Buy	+428	New	+$69.9K	0.05%	93

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ulland Investment Advisors's PEP Position: Q2 2026 in Review

Ulland Investment Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 428 shares worth $58K. The position accounts for 0.04% of the portfolio, ranked #116.

Ulland Investment Advisors first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $88K in Q2 2022. 1,019 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Ulland Investment Advisors held 428 shares of PepsiCo worth $58K as of Q2 2026.
Ulland Investment Advisors left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.04% of Ulland Investment Advisors's portfolio in Q2 2026, its #116 holding.
Ulland Investment Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's PepsiCo position peaked at $88K in Q2 2022.
1,019 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.